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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-14 |
| FL | RA | APPROVED | 2023-10-23 |
Branch Locations
2333 Ponce De Leon Blvd. Suite 500, Coral Gables, FL 33134 • United States
Miami, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Coral Gables | FL | 06/2009 | 10/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2023 |
| Raymond James And Associates | Coral Gables | FL | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-04-05 |
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